IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.1B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,705
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$21.9M
3
+$10.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.76M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$7.61M

Top Sells

1
+$14.8M
2
+$7.4M
3
+$7.36M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.94M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.89M

Sector Composition

1 Technology 4.45%
2 Consumer Discretionary 2.11%
3 Financials 2.1%
4 Healthcare 1.7%
5 Communication Services 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.8M 0.04%
27,231
+11,070
277
$1.73M 0.03%
30,213
+27,846
278
$1.73M 0.03%
15,946
+500
279
$1.72M 0.03%
16,292
+629
280
$1.71M 0.03%
25,006
+1,494
281
$1.7M 0.03%
+83,815
282
$1.63M 0.03%
15,846
+579
283
$1.61M 0.03%
25,799
+812
284
$1.6M 0.03%
3,089
-13,275
285
$1.6M 0.03%
10,471
+1,525
286
$1.59M 0.03%
14,527
287
$1.58M 0.03%
18,205
-3,264
288
$1.58M 0.03%
32,880
-563
289
$1.56M 0.03%
4,092
+3,777
290
$1.55M 0.03%
51,618
+22,310
291
$1.55M 0.03%
27,651
+11,082
292
$1.54M 0.03%
37,115
+762
293
$1.54M 0.03%
23,178
-254
294
$1.53M 0.03%
10,874
+496
295
$1.53M 0.03%
32,055
+2,450
296
$1.51M 0.03%
5,810
-1,368
297
$1.51M 0.03%
1,045
-59
298
$1.5M 0.03%
7,134
+4
299
$1.48M 0.03%
5,246
-127
300
$1.46M 0.03%
12,150
+6,002
10 11
12
13 14